THE PELL CHARITABLE TRUST

Charity number: 1135398
Charity reporting is up to date (2 days late)

Charity overview

Activities - how the charity spends its money

The objects of the Trust are to further such objects or purposes which are exclusively charitable according to the law of England and Wales in any part of the world and in such manner as the Trustees may in their absolute discretion think fit

Income and expenditure

Data for financial year ending 31 January 2024

Total income: £136,772
Total expenditure: £120,134

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 April 2010: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ludlow Trust Company Ltd Trustee 01 May 2024
GEOFFREY HUGHES CHARITABLE TRUST
Received: On time
VICTOR PALEY CHARITABLE TRUST
Received: On time
S R FRISBY CHARITABLE TRUST
Received: On time
SPRINGWATER TRUST
Received: On time
G P S MACPHERSON CHARITABLE SETTLEMENT
Received: On time
THE SIMON TRUST
Received: On time
Oliver David Pell Trustee 05 April 2016
None on record
Victoria Lundgren Trustee 05 April 2016
None on record
GORDON FRANCIS PELL Trustee
None on record
MARIAN PRISCILLA PELL Trustee
JORDANS MUSIC CLUB
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/01/2024
Total gross income £84.55k £83.45k £10.48k £174.71k £136.77k
Total expenditure £95.07k £93.64k £170.64k £129.47k £120.13k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 January 2024 02 December 2024 2 days late
Accounts and TAR 31 January 2024 02 December 2024 2 days late Download Open in new window
Annual return 31 January 2023 30 November 2023 On Time
Accounts and TAR 31 January 2023 30 November 2023 On Time Download Open in new window
Annual return 31 January 2022 27 April 2023 148 days late
Accounts and TAR 31 January 2022 Not Required
Annual return 31 January 2021 06 September 2021 On Time
Accounts and TAR 31 January 2021 06 September 2021 On Time Download Open in new window
Annual return 31 January 2020 30 October 2020 On Time
Accounts and TAR 31 January 2020 30 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED MADE 19 MARCH 2010

Charitable objects

1 TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. 2 THE TRUSTEES SHALL APPLY THE INCOME AND, IN THEIR ABSOLUTE DISCRETION, THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT AND IN DOING SO MAY MAKE GRANTS AND DONATIONS TO SUCH INSTITUTIONS, FOUNDATIONS, TRUSTS, INDIVIDUALS AND UNDERTAKINGS, AT SUCH TIME, AND IN SUCH MANNER AND OF SUCH AMOUNT AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED. IN PRACTICE, NATIONAL.

Contact information

Address:
Ludlow Trust Co Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
Phone:
0117 313 8200
Email:
charitabletrusts@ludlowtrust.com
Website:

https://funding.ludlowtrust.com Open in new window